M&V Summit, Washington, DC April 21-23 , 2004 …gaia.lbl.gov/federal-espc/Summit/DC/DC-Summit-Packet.pdfM&V Summit, Washington, DC April 21-23rd, 2004 ... 8. M&V Case Study Presentations

M&V Summit, Washington, DC April 21-23rd, 2004 Information Packet

Package Contents:

1. Summit Agenda 2. Summit Participants 3. Summit Notes 4. Summit Presentations

Washington, DC M&V Summit Web Site: http://www.dc.lbl.gov/mv/MVSummit/DC/

Table of Contents:

1. Summit Agenda 3

2. Working Groups Agenda 5

3. Participants List 7

4. Notes from the M&V Summit 12

a. Supplementary Notes from David Hunt 19

5. Existing Tools 20

6. Agency Update

a. Navy 30

b. Air Force 38

i. Sample USAF M&V Template 70

ii. Lighting Worksheets 90

7. Working Group Status Update Presentations

a. Commissioning 101

b. M&V Plan and Reporting 109

c. O&M 115

d. Advanced Metering 123

8. M&V Case Study Presentations

a. M&V of CHP Systems 132

b. M&V Strategies for a CHP Plant 164

c. Effective M&V of Savings with Little or no Metering 189

Federal M&V Summit Agenda (April 21st - 23rd, 2004, Washington, DC)

Venue: Hyatt Arlington (Senate Salon B&C) Meeting Facilitator: Mark Gladstone, Certified Facilitator

1. Wednesday April 21st (12:00 noon to 5:00 pm)

12:00 pm 1:30 pm: Luncheon event in Judiciary Hall Mark Ginsberg, Speaker 1:30 pm 2:00 pm: M&V Summit Kick-off Senate Salon B&C: Welcome and

introductions (Jose Maniwang and Mark Gladstone) 2:00 pm 2:30 pm: Industry update - ASHRAE Energy Audit Guidelines, Emissions

Quantification, Advanced Metering in LEED for Existing Buildings (Satish Kumar)

2:30 pm 3:00 pm: Review of recently released M&V tools and documents (Lia Webster) 3:00 pm 3:30 pm: Coffee break 3:00 pm 5:00 pm: Agency updates (DOE, Navy, Army, Air Force) 5:00 pm: Adjourn 7:00 pm 9:00 pm: Reception at the hotel (Judiciary Hall)

2. Thursday April 22nd (8:00 a.m. to 6:00 pm) 8:00 am 8:30 am: Continental breakfast 8:30 am 10:00 am: Working group presentations and discussions (Commissioning, M&V

Plan and Reporting Integration, O&M Reporting, Advanced Metering, Performance Period Administration)

10:00 am 10:20 am: Coffee break

10:20 am 11:50 am: Two sequential Working Group discussions (45 minutes each)

Commissioning (see attached for agenda) M&V Plan and Reporting Integration (see attached for agenda)

11:50 am 12:50 pm: Lunch break (Judiciary Hall) 12:50 pm 3:10 pm: Three sequential Working Group discussions (45 minutes each)

O&M Reporting (see attached for agenda) Advanced Metering (see attached for agenda) Performance Period Administration (see attached for agenda)

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3:10 pm 3:30 pm: Coffee break 3:30 pm 5:00 pm: Successful M&V Case Studies:

a) M&V in a Combined Heat & Power (CHP) project (John Shonder,

ORNL) b) M&V of a CHP project Case Study (Mustafa Abbas, Sempra

Energy Solutions) c) Example of good M&V w/out metering (Venkat Kumar, Johnson

Controls) 5:00 pm 6:00 pm: Working Group breakout meetings, as needed 6: 00 pm: Adjourn

7: 00 pm 10:00 pm: Social Event : Capital City Brewing Company

2700 S. Quincy St., Arlington, VA. http://www.capcitybrew.com/arlington.htm, Phone: 703-578-3888

3. Friday April 23rd (7:30 a.m. to 12:00 p.m.) 7:30 am 8:30 am: Working breakfast (Working Group breakout meetings, as needed) 8:30 am 9:30 am: Report out from working group meetings; revise working group goals

(Working Group leads)

9:30 am 10:30 am: Discussions to identify hot topics 10:30 am 10:50 am: Coffee break 10:50 am 12:00 pm: Summarizing M&V summit: (Dale Sartor)

List action items with priorities (Dale Sartor) Identify topics for Board consideration Collect Feedback Form Decide dates for the next M&V summit

12:00 pm: Adjourn M&V Summit

12:00 pm 3:00 pm: Federal ESPC Steering Committee Meeting The Gallery (working lunch)

http://www.capcitybrew.com/arlington.htm

Working Group Agenda Topics for the M&V Summit Discussion

April 22, 2004 1. Commissioning Working Group

Review Cx Guidance Document Review of changes to ECM Commissioning Additions Strategize - Guidance to customers Review of Status Report Actions

o Cx Report Requirements o Training o IDIQ Contract input o Generic Cx Guide for agency contracts

2. M&V Plan and Reporting Working Group

Coordinate plan & report content related to Cx WG Coordinate plan & report content related to O&M Reporting WG Discuss Agency's annual ESPC reporting requirements to DOE/congress. Should

the Annual Report be leveraged to include this information? 3. O&M Reporting Working Group

Coordinate O&M Working Group activities with other working groups (esp. Cx

and M&V Plan and Reporting Integration). Seek assistance of agency reps in getting input on the O&M checklists being

prepared by the WG. Seek assistance of other ESCOs in contributing O&M checklists to the Working

Group. 4. Advanced Metering Working Group

Develop outline and milestones for the metering guidance document. Share case studies of applications of advanced metering at federal facilities:

Resource efficiency managers at the Navys San Diego area installations, Denver Federal Center, and Fort Bragg.

5. Performance Period Administration Working Group

Review the full package Discuss incorporating comments generated during presentation Discuss how to incorporate outputs from other WGs (O&M, Cx, Annual

Reporting, etc) Discuss future direction of PPA WG.

M&V Summit Participants April 21st 23rd, 2004

Washington, DC

Mustafa Abbas, P.E., CEM Engineering Manager SEMPRA Energy Solutions 2500 CityWest Blvd., Suite 1800 Houston, TX 77042 713-361-7841/ 7650 [email protected] Robert Baugh Oak Ridge National Laboratory R&D Engineer One Bethel Valley Rd Building 3156, Room 215 Oak Ridge, TN 37831-6067 865-574-7639 / 3851 [email protected] Sylvia A. Berry-Lewis Federal MV Leader Honeywell International 4307 Medallion Drive Silver Spring, MD 20904 301-847-7396 / 7439 [email protected] Rod Bridgeman Mechanical Engineer U.S. Army Corps of Engineers ATTN: CEHNC-ED-ME-M P.O. Box 1600 Huntsville, AL 35807-4301 256-895-1727 / 1824 [email protected] Philip E. Coleman Lawrence Berkeley National Lab 300 S. Chester Rd., Suite 104B Swarthmore, PA 19081 610-604-0170 [email protected]

Michael Cross U. S. Air Force HQ AFCESA/CESM 139 Barnes Drive, Suite 1 Tyndall AFB, FL 32403 850-283-6361 / 6219 [email protected] Jerry Culbert Select Energy Services, Inc.24 Prime ParkwayNatick, MA 01760-1528508-653-0456 / [email protected] Charles H. Culp, P.E., Ph.D. Associate Director, Energy Systems Lab Texas A&M University 053 Wisenbaker Engineering Research Center 3581 TAMU College Station, TX 77843-3581 979-458-2654 / 862-2457 [email protected] Steve Dunnivant EMP2, Inc.219 Greenview Drive Richland, WA 99352 509-783-5176 / 5204 [email protected] Douglas Eisemann McNeil Technologies, Inc. 6564 Loisdale Ct., Suite 800 Springfield, VA 22150 703921-1633 / 1610 [email protected] Mark Gladstone (Meeting Facilitator) The Gladstone Group, Inc. 516 South Wilson Kennewick, WA 99336 (509) 735-7774 [email protected]

Mark Halverson Pacific Northwest National Laboratory 222 Third St., #3100 Cambridge, MA 02142 617-577-7254 / 7257 [email protected] Jimmy Haywood ESPC Technical Manager U.S. Army Corps of Engineers ATTN: CEHNC-ED-ME-M P.O. Box 1600 Huntsville, AL 35807-4301 256-895-1719 / 1824 [email protected] Dave Howard National Renewable Energy Laboratory 901 D Street., S.W., Suite 930 Washington, DC 20024 202-646-5221 / 7780 [email protected] Dave Hunt Pacific Northwest National Laboratory 901 D St., S.W., Suite 900 Washington, DC 20024 202-646-7867 [email protected] Satish Kumar, Ph.D. Environmental Energy Technologies Lawrence Berkeley National Laboratory 901 D St., S.W., Suite 950 Washington, DC 20024 202-646-7953 / 7800 [email protected] Venkat Kumar Solution Design Manager Johnson Controls, Inc. 507 E. Michigan Street, M-93 Milwaukee, WI 53202 414-524-4700 / 272-6424 [email protected]

Robert A. Lesch, Jr. Vice President - Marketing & Sales Measuring & Monitoring Services, Inc. 620 Shrewsbury Ave. Tinton Falls, NJ 07701 800-942-2703 / 732-576-8067 [email protected] Will Lintner, P.E. Federal Energy Management Program 1000 Independence Ave., S.W. Washington, DC 20585-0121 202-586-3120 / 3000 [email protected] Jose Maniwang U.S. Navy 1322 Patterson Ave., SE, Suite 1000 Washington, DC 20374 202-685-9255 / 1598 [email protected] William Martin, CEM Senior Operations Engineer Cogenex Boott Mills South, 100 Foot of John Street, Lowell, MA 01852 978-441-0090, ext. 225 / 4633 [email protected] Darryl Matsui ESPC Team Lead Naval Facilities Engineering Service Center 1220 Pacific Highway, Building 100 San Diego, CA 92132-5137 619-532-3985 [email protected] Robert McMillin Technical Services Manager Siemens Building Technologies 4900 Langfield Road Houston, TX 77040 713-462-9071, ext 4033 / 6410 [email protected]

Patrick Mumme Facility Energy Manager U.S. Air Force HQ AFCESA/CESM 139 Barnes Drive, Suite 1 Tyndall AFB, FL 32403 850-283-6361 / 6219 [email protected] Mike Optiz Energy Efficiency Engineer Aspen Systems Corporation Bonnie Piest Project Development Engineer Johnson Controls 22745 29th Dr., S.E. Bothell, WA 98021 425-398-6960 / 6955 [email protected] Joe Price Exelon 244 Hugh Thomas Drive Panama City, FL 32404 850-874-1550 / 1560 [email protected] Ab Ream Federal Energy Management Program 1000 Independence Ave., SW Washington, DC 20585 202-586-7230 / 3000 [email protected] Monica Rodriguez Operations Manager Pepco Government Services 5200 Philadelphia Way Lanham, MD 20706 301-429-1533 x124 [email protected]

Stephen P. Sain, PE, CEM, CMVP Sain Engineering Associates, Inc. 2820 Columbiana Road, Suite 210 Birmingham, AL 35216 205-979-9966 / 9936 [email protected] Jose Sanchez Trane Global Controls & Contracting 5890 Bandolero, #1036 El Paso, TX 79912 915-833-5055 / [email protected] Dale Sartor A-Team Lawrence Berkeley National Laboratory Mail Stop 90-3111 Berkeley, CA 94720 510-486-5988 / 4089 [email protected] Maggie Selig President Herlihy Corp. 3410 Selwyn Ave. Charlotte, NC 28209 704-522-3821 / 800-878-4752 [email protected] Michael A. Selig, P.E. Manager, Project Engineering NORESCO LLC 2750 Prosperity Avenue, Suite 130 Fairfax, VA 22031 703-846-9700 / 9701 [email protected] Terry Sharp Oak Ridge National Laboratory Building 3147, Room 123 P.O. Box 2008 Oak Ridge, TN 37831-6070 865-574-3559 / 9338 [email protected]

John A. Shonder Oak Ridge National Laboratory P.O. Box 2008, Bldg 3147, MS-6070 Oak Ridge, TN 37831-6070 865-574-2015 / 9329 [email protected] Phillip Smith Director, Federal Project Development Engineering & Construction Sempra Energy Solutions 401 Westpart Court Peachtree City, GA 30269 770-632-0672 / 7526 [email protected] George Spiczak EG&G 2341 Jefferson Davis Highway, #900 Arlington, VA 22202 703-418-3284 / 0248 [email protected] Mark Stetz, P.E. Project Manager Nexant 952 E. 4th Avenue Durango, CO 81301 970-385-4932 / 801-365-4318 [email protected] Tatiana Strajnic Federal Energy Management Program 1000 Independence Ave., S.W. Washington, DC 20585 202-586-5772 / 3000 [email protected] Jeff Stringfield, P.E. Solutions Development Team Lead Honeywell Energy Services 4004 Edna Valley Court Flower Mound, TX 75022 972-410-2958 / 623-321-0260 [email protected]

Jane Vander Linden McNeil Technologies, Inc. 6564 Loisdale Ct., Suite 800 Springfield, VA 22150 703921-1719 / 1610 [email protected] Eric Vaughan, E.I.T., C.E.M. Performance Contracting Engineer Honeywell 140 Oxmoor Blvd, Suite E Birmingham, AL 35209 205-612-6530 / 775-243-6687 [email protected] Phil Voss National Renewable Energy Laboratory 1617 Cole Blvd. Golden, CO 80401 303-384-7544 / 7411 [email protected] David F. Ward, P.E. President Energy Engineering & Design, Inc. 65 Main Street Framingham, MA 01702 508-405-1946 / 4317 [email protected] Lia Webster Senior Project Engineer Nexant 1401 Walnut St., #403 Boulder, CO 80302 303-402-2493 / 440-6644 [email protected] Kirby Wilcher Oak Ridge National Laboratory Building 3156, Room 211 Bethel Valley Road Oak Ridge, TN 37831-6067 865-574-0429 [email protected]

Charles Williams Supervisor, Applications Team Lawrence Berkeley National Laboratory One Cyclotron Road, MS 90-3111 Berkeley, CA 94720 510-495-2892 / 486-4089 [email protected] Joyce L. Ziesler Contracting Officer U.S. Department of Energy 1617 Cole Blvd. Golden, CO 80401 303-275-4725 / 4788 [email protected]

Federal M&V Summit April 21-23, 2004 Washington DC Wednesday, April 21

1. Kick-off Introductions and Welcome (Gladstone & Maniwang) 2. Overview of M&V Team (Webster) 3. Industry update (Kumar)

Emission credits (Canada, Netherlands, and PCF are biggest players) Negawatt trading using energy savings for emission credits

a. Common activities with ESPC (e.g. M&V) b. San Diego VA/ESCO project utilized emission credit in deal c. Navy has looked at and may be future opportunity, however problems with

giving out credits forfeit future use when needed for growth ASHRAE Audit Guidelines

a. Define terms and good procedures for various levels of audits b. Expected this year

LEED credit for Advanced Metering in existing buildings Changes to LEED new construction M&V credit

4. Agency Updates DOE (Sartor and Strajnic)

a. Reorganization of Federal ESPC Board and QA&I Team (formally DOD/DOE Steering Committee and M&V Team)

b. Report on Capital Hill activity (reauthorization) i. Scoring assigns cost to ESPC legislation (causes budget

problems despite cost coming from savings) c. Goal Audit Proof program

Navy (Matsui) a. Program update

i. 17 projects (over $100M on hold pending legislation) ii. Taking advantage of time to implement program improvements

b. Adoption of guidelines/templates i. Spec for plan and report formats (per Team recommendations)

ii. Going to electronic documents to improve documentation c. Documentation Matrix

i. Based on WG Documentation Structure ii. Added tracking table

d. Integrity Issues i. Estimated savings vs. actual, vs. guaranteed

ii. Transition to standard formats for M&V documents iii. GAO Audit looked at three projects iv. Standardization and help from ESCOs critical

e. Possible joint PF meeting Army (Williams)

a. ESPC is invaluable to the Army b. No new task orders until legislation passes c. May stop work on projects in progress

d. ESPC Policy draft adopts, with minimal changes, M&V Team document outlines

i. Past audit concerns (e.g. M&V) being addressed ii. Document outlines included in Appendix to facilitate use and

updates e. Developing overall energy strategy (incl. ESPC)

i. Completion expected this year Air Force (Cross)

a. Significant number of DOs in 03 b. Impact of Sunset Provision

i. Proceeding with existing contracts and issuing orders (under AF contract)

ii. Navy can use, likely cant be used by others iii. Contract capacity expired in Western region

c. M&V Prototype development i. Parallel effort to WG activity

ii. Lighting Template in summit workbook iii. Six completed and on web, many others in progress and close to

release iv. One project with four ECPs underway possible case study next

summit: Altus AF Oklahoma with Honeywell Action: Post presentations and notes (including those not in workbook) on web

at http://www.dc.lbl.gov/mv/ Thursday April 22 Working Group Presentations/discussions

1. Commissioning (Dunnivant) a. Action: Review Cx Guidance Document and send to Steve Dunnivant)

2. M&V Plan and Reporting Integration (Webster) a. Revised outlines completed (in draft); to be included in SuperESPC IDIQ

update in approx. 1 month; living document, may try to include current and point to web site for latest draft

b. Example documents to be developed (or samples made available) c. Action: Review Draft outlines d. How maintain consistency?

i. Integration with Air Force? (Revisit?) 1. Look at testing both the joint outlines and Air Force docs

then revisit e. Action: Link to Air Force ECM specific templates (on M&V Web site)

3. O&M Reporting (Kumar) a. Action: Consider use of FEMP O&M Checklists from FEMP O&M

Best Practices doc i. Checklist was distributed to working group

b. Issue: Coordination with other working groups (afternoon task) c. Issue: Where/how will checklists be used?

4. Advanced Metering (Hunt) a. Product (meters and software) information desirable, but difficult to avoid

product endorsements i. Action: Provide web link to LBNL product info site

b. Issue: Data management/documentation - integration into project

c. Issue: How much accuracy is needed trade-off between cost and accuracy (what are real needs)

d. Issue: Sensor calibration and maintenance e. FEMP will utilize results of working group into anticipated Guidance

document (not ESPC specific) 5. Performance Period Administration (Howard)

a. Concern that Sites takes O&M responsibility (with track record of less than optimum performance); O&M piece to be from O&M WG

b. Relates to other Team activity integration goal c. PF Responsible for assembly of hardcopy notebook provided to site at

project acceptance, then updated by facility annually (with annual reports) d. Action: Needs to be integrated with agency binder (Delmastro)

i. agency binder may be more generic outlines process & tools e. Issue: Who assembles on non-project facilitated projects all Supers may

have PF required, could be Agency person f. Put requirement of Performance Period Notebook on project checklist to

make responsibility of PF g. PF tasks and expectations should be documented for all projects (irrespective

of who provides project facilitation) Working Group meetings (sequential meetings with the whole team to assure integration)

1. Commissioning WG (Dunnivant and Dahle) a. Flowchart b. Cx Guidance Document

i. Objective: short readable intro (living document) c. Cx Roles & Responsibilities d. Action: Review flowchart, guidance document, roles & responsibility,

and IDIQ modification(s) and provide comments to Dunnivant or Dahle by May 7

Action: If contract (IDIQ) calls for use of latest documents referenced on a website, most recent document at time of delivery order governs. Therefore, website must maintain older document versions (with dates). Alternatively, DO RFP could include entire text of referenced documents/outlines.

2. Plan and Reporting WG (Webster) a. Need to clarify:

i. Type of commissioning ii. Where should ECM Specific details go

iii. Relation between Cx and M&V still confusing;3.6.2 covers Cx here or in preliminary Cx plan? this is the level of detail required.

iv. Functional vs. performance requirements and remedy if not meeting those requirements ;impact on payments/guarantee should be clarified.

v. O&M covered in 3.7.8 needs to reference checklists which areto be developed

vi. Language of outline document guidance or requirement? see tone of recommended vs required

b. Action: Need to address warrantee issues (where???) c. Action: Comments ASAP to facilitate pending changes to IDIQ

3. O&M Reporting (Kumar)

a. ESCO prepares O&M Plan and checklists (process for documentation), performing entity implements and documents (e.g. fills in checklist), ESCO summarizes documentation in Annual Report and alerts government relative to deficiencies.

b. May want to limit the number of example ECM level checklists developed by the Working Group (at what level of detail?), then look for common elements and develop high-level guidance. Provide questions to consider in developing checklists. Actual checklists will be project specific.

c. Need to develop process/tools for archiving O&M procedures and results d. Need to address warrantee issues e. Action: joint meeting of Report Integration and O&M Reporting

working group f. DOE allows the ESCO to step in if maintenance is not done, perform the

maintenance and charge the government (consider getting quote up front. g. Checklists help to educate all parties on expectations and clarify

responsibilities. h. WG to provide guidance on O&M reporting and how that reporting relates to

the annual reporting requirements 4. Advanced Metering (Hunt)

a. Guidance document content i. Discussed

ii. DOD has guidance document underway (first draft complete) 1. Metering alone costs a lot of $ and doesnt save energy (but

leads to savings) 2. If an estimated savings is stipulated (e.g. 1-2%), life-cycle-

cost evaluation can be made and investment justified 3. How can advanced metering be developed as a stand-alone

ECM under an ESPC? Can bundle with other ECMs. b. Metering can be used for cost allocation, M&V (baselining), continuous

commissioning, energy awareness c. Case Studies

i. Denver Fed Center Most (90%) square footage metered (gas and electric), ESCO provided meters and analysis, guaranteed savings (with first year being the base year), with agency responsible for implementing interventions.

5. Performance Period Administration (Howard) a. Review of Roles and Responsibility Matrix and Risk Management Matrix

and consider inclusion of responsibility for persistence b. Next steps: field test

6. CHP Overview (Shonder) a. Consider putting guidance, as it becomes available, onto M&V web site.

7. CHP Case Study (Abbas) a. Efficiency guaranteed, load stipulated by site (take or pay) b. Availability assumed 100% c. Operation of generator depends on best value (turned off when electric prices

and thermal loads low) 8. M&V w/out metering (Kumar & Piest)

a. Presentation states proprietary info however speakers OKd putting on web Friday April 23

Working Group Report-Outs 1. Commissioning

a. Action: Comments on Guideline in binder to Dunnivant by April 30 b. Action: Comments on IDIQ mods to Dahle by May 7

2. O&M Reporting a. Action: Provide input to IDIQ mods b. Action: Review Risk & Responsibility matrix for O&M mods c. Example checklists to be made available (for most common ECMs)

3. Advanced Metering a. Sub-groups will be formed b. FEMP O&M material/resources to be heavily used c. Build on EMCS, add meters over time with $ from energy savings d. Can we stipulate saving (no, or we need direction)?

4. Plan and Report Integration a. Getting together with other working groups for lots of activity in short time

frame b. Need to resolve issue of how to set requirements yet maintain flexibility for

changes/improvements (e.g. appendix) c. Need to clarify terminology and be consistent

5. Performance Period Adm. a. Include the "acceptance sign off sheet" in the package. b. Include a sample of the package in the "Agency Project Binder". c. Include the requirement to make a PPA package in the contractual documents.

Reporting Requirements Checklist and maybe Risk Responsibility Matrix as part of a section addressing Continuity of Savings

d. Get test packages made for three or four projects this summer. IDIQ Modification implementation (Dahle)

1. Preparing mods for implementation later this year 2. Action: draft red-line document To be sent out. Comments by May 7 3. Telecon for discussion will be scheduled May 14 4. Draft to Golden by May 18 5. See handout for mod description 6. Action: Check versions of Risk and Responsibility Matrix for latest mods 7. Action: Produce generic Risk and Responsibility Matrix for use by building

owners other than fed agencies (not for purposes of IDIQ) Hot ESPC Topics that could be addressed by Federal Quality Assurance and Improvement Team

Topic Priority 1. Need for a tech resource manager/REM during perf. period

Funding the governments project support costs (e.g. on-site project management PF recruitment, training and QA (minimum qualifications, potential certification Need for project facilitation should be requirement

21

2. Revisit Risk Management Matrix and Roles and Responsibility Matrix, and how to incorporate them into IDIQ (may be action item rather than WG)

0

3. Address warranty impacts of O&M year CHECK-IN? 0 4. Lack of feedback and approval from CO/COR of submittals 1

(including reports) 5. Ways of increasing use of renewable and new technologies 17 6. Input to reprocurement of IDIQs (expand ESCO pool) 0 7. Explore Alternative financing to reduce cost (of financing) and

increase sources of financing 0

8. Increase granularity (e.g. monthly) of data and reduce use of stipulation

10

9. O&M Savings used to finance ESPC (Policy, auditors perspective/red flags, develop criteria/guidelines incl baseline)

9

10. Need for risk analysis (how to approach) 0 11. Leveraging need for security assessment to Retro commissioning 3 12. Super ESPC lite for smaller facilities (simplify) 14 13. Replace FEMP 2.2 with IPMVP and supplemental guidance 7 14. Financial implication of changes (possible agenda item) 1 15.

Priority Topics to take to Federal ESPC Board (list with names of initial volunteers including author to write proposed objective and deliverables)

1. Need for a tech resource manager/REM during perf. period Funding the governments project support costs (e.g. on-site project management). PF should be requirement.

Action: Consider at Board

Scope, Training and QA (minimum qualifications, potential certification Need for project facilitation Action: Recommend as WG Product: Scope document for one or more positions

On-site personnel Remote (current PF activity)

21

2. Methods of increasing use of renewable and new technologies Action: Recommend WG Scope/product: Survey of products Product evaluation Collect info resources ID Incentives

17

3. Super ESPC lite for smaller facilities (simplify) Action: consider pilot WG to address issues and develop pilot/guidance

15

4. Increase granularity (e.g. monthly) of data and reduce use of stipulation (GAO audits raising concerns of taking annual data and dividing by 12)

Action: WG/effort to develop assess practicality then educate auditors or develop possible approaches (e.g. contract language to specify monthly savings) Action: Jose to get us more information Action: Educate auditors invite to special briefing (perhaps covering broader issues)

10

5. O&M Savings used to finance ESPC (Policy, auditors perspective/red flags, develop criteria/guidelines incl baseline)

Action: Consider as follow-up activity of current O&M WG (may change membership)

10

6. Replace FEMP 2.2 with IPMVP and supplemental guidance Action: DOE to consider as FY 05 activity Consider as part of IDIQ mod? (NO) Keep flexibility for non-continuous measurement Consider other standards such as ASHRAE G14

7

Summary of Meeting and Review of Action Items

1. Review notes (Sartor) 2. Summarize new Federal ESPC Board and Quality Assurance and Improvement Team

o Team patterned after structure of M&V Team thanks to Quinn o Set of Technical Working Groups forms informal Sub-Team (us)

Thanks Mark, Jane, Doug, everyone open and honest discussion E-mail survey:

1. Are we (Federal M&V Team) making good progress? Not much = 1 Absolutely = 5

2. Whats Missing, what can be improved to raise score: Feedback Form (more feedback would be even more appreciated) Next Meeting

Straw proposal: November/December San Diego Supplementary notes from David Hunt (Advanced Metering WG discussion) This message summarizes the highlights from the M&V Summit as they pertain to the Advanced Metering Working Group (AMWG) and discusses potential next steps. Please note that at the end of this message I ask for your feedback on how this working group should proceed.

A copy of the Thursday AMWG presentation is attached. In short, comments received seemed to be in agreement with the action path focusing on guidance for sites and identifying strategies. My notes do not show significant comments, but others in attendance are free to share their observations.

Thursday afternoon AMWG discussion 1:

Topic 1 - DoD metering policy: Per Jose Maniwang from the Navy, the DoD metering policy is in final draft. Hope is to have this policy final in a month or so. AMWG will track this policy and coordinate outcome with group products. Notes from discussion -- estimate cost to fully meter DoD is $2B to $3B;

DoD wants water and steam included; DoD agrees that positive savings result from metering, but life-cycle costing must be used to justify. Question raised if savings from metering can be stipulated but was not resolved. Jose suggested the approach of bundling meters as part of ESPC project be considered.

Topic 2 -- Develop outline and milestones for the guidance document: Listed below are the items suggested (in order received) during the discussion for inclusion in the guidance document. The discussion did not get into overall format, massage, or target, all of which must be addressed prior to developing a first draft. Comments by some seemed to lean in favor of a more technical document, while other comments favored a (shorter) more top-level document with references allowing readers to drill down (I prefer this approach).

Content a. Legislated or agency requirements b. Meter maintenance requirements c. Opportunities and benefits best and most common d. Define advanced metering, metering, automated metering, etc. e. Overview with general descriptions (expand beyond electrical) f. Information cycle g. Price ranges h. Data requirements i. How to avoid paralysis by analysis j. Objective actionable items k. Reporting savings l. Case studies m. Roles and responsibilities n. References o. Marketing plan for facility

General plan and milestones are 1) coordinate with FEMP O&M program in May on their development of metering materials, 2) interim draft guidance document in July, and 3) final draft guidance in September

Topic 3 -- Case Studies: Phil Voss discussed the Denver Federal Center ESPC delivery order where metering is being applied in an on-going commissioning-like manner. Phil is developing a write-up that will be distributed to the AMWG once it is completed. It appears that JCI analyzes the data from the meters installed under the DO and makes recommendations on corrective measures to GSA. GSA is responsible for actions. Another case study discussed at length was the Fort Bragg ESPC effort where metering used by an assessment primarily to support electric and gas purchasing, but are also used to identify new projects. Further discussion in the small breakout centered on the concept of seeding initial installations of advanced metering by bundling into initial project and installing additional meters in subsequent task orders out of generated savings. Raised (again) was the question of being able to stipulate savings for (certain) advanced meter applications. It was agreed that the lack of data of savings resulting from meter application is likely a barrier to this approach, but the AMWG should continue to explore.

Notes from the overall Summit are to be posted on the LBNL M&V website at http://www.dc.lbl.gov/mv/.

What are the next steps for the AMWG? My suggestion is to split the working group into two-sub groups with one addressing the introductory information piece and the other developing approaches to installing advanced metering via alternative financing. Individuals would be free to participate in either or both groups, I would just need to know which of the groups you want to work with. Please let me know your thoughts about this new approach by May 5. I will wait until after May 6 before I suggest new meeting dates.

http://www.dc.lbl.gov/mv/

Overview of M&V Team andExisting Tools

Lia Webster & Dale SartorWashington DC M&V Summit

April 22, 2004

Overview of M&V Team:

This is the 6th Federal M&V Summit since October 2001Participants include DOE, DOD, federal agencies, ESCO partners, others involved with Federal ESPCsCurrently 5 active working groups:

Commissioning WGM&V Plan & Reporting Integration WGAdvanced Metering WGO&M Reporting WGPerformance Period Administration WG

6 working groups have completed their deliverables:

M&V Planning WGM&V Planning Tool

M&V Training WGM&V course

Retro-Commissioning WGIntroduction to Including Retro-Commissioning in Federal Energy Saving Performance ContractsExample Retro-Commissioning Scope of Work To Include Services as Part of Super ESPC Detailed Energy Survey

Annual Reporting WGAnnual Report Outline

M&V Plan Outline WGM&V plan OutlinePost-installation Report Outline

Project Documentation WGDraft project Documentation Structure

Federal M&V Team Resources:

M&V Team keeps tools & materials in 2 locations:

1) Federal M&V Team website:http://www.dc.lbl.gov/mv/

2) LBNLs A-Team website:http://ateam.lbl.gov/mv/


Federal M&V Team websitehttp://www.dc.lbl.gov/mv/

Web site is kept updated with:Contact information for all participantsWorking Group Information:

Active and completed WGsWG status reports, goals, deliverables, participants, meeting minutes, interim / final WG deliverables

Information on M&V SummitsProducts page links to LBNL A-Team site


LBNLs A-Team website:http://ateam.lbl.gov/mv/

Applications Team (A-Team) Measurement & Verification Documents (see printout of website):Key M&V Documents

M&V guidelines, training curriculum, finished WG productsDraft M&V Documents

Draft products Background Documents

Related items on topics such as commissioning, baselines, stipulations

LinksFEMP Super ESPC home page, Defense Energy Support Center, and Dept. of Navy Performance Contracting

Measurement and Verification Documentation

The following resources will help organizations implement an M&V program. The materials range from implementation guidelines to checklists and other resources. For more information, view the FEMP Super ESPC Homepage.

Key M&V Documents

FEMP M & V Guide Version 2.2 August 2000

This document provides guidelines and methods for measuring and verifying energy and cost savings associated with Federal agency performance contracts.(PDF 2.47 MB, 340 pages)

Detailed Guidelines for FEMP M&V Option AMay 29, 2002 (.doc)

Option A Detailed GuidelinesMay 29, 2002 (.pdf)

A detailed guide to applying Option A M&V protocols.

Same file as above in PDF format.

M&V Resources and Training OpportunitiesRevision 5June 16, 2003

This frequently updated web page provides an extensive collection of resources, describing tools indicative of those available to help users apply M&Vprotocols. Resources detailed include current M&V training classes, guidelines from utility, state, and national organizations, case studies, equipmentsuch as data loggers, as well as software tools.

FEMP 1/2 Day M&V Training CourseJuly 23, 2003

These Powerpoint presentations are used during a half-day measurement and verification training course which is now offered in conjunction with the FEMP ESPC Delivery Order Workshops.

Complete Set(584 KB .zip file)

Part 1 (69 KB .ppt file)



Part 4(121 KB .ppt file)

http://ateam.lbl.gov/mv/ (1 of 5)4/15/2004 1:25:49 PM

http://www.ipmvp.org/http://www.eere.energy.gov/femp/financing/superespcs.cfmhttp://www.eere.energy.gov/femp/financing/superespcs.cfmhttp://ateam.lbl.gov/mv/docs/26265.pdfhttp://ateam.lbl.gov/mv/docs/26265.pdfhttp://ateam.lbl.gov/mv/docs/OptionADetailedGuidelines.dochttp://ateam.lbl.gov/mv/docs/OptionADetailedGuidelines.dochttp://ateam.lbl.gov/mv/docs/OptionADetailedGuidelines.pdfhttp://ateam.lbl.gov/mv/docs/OptionADetailedGuidelines.pdfhttp://ateam.lbl.gov/mv/docs/MV_Resource_ListR5a.htmhttp://ateam.lbl.gov/mv/docs/MV_Resource_ListR5a.htmhttp://ateam.lbl.gov/mv/docs/DO%20MV%20Course%20May%202003.ziphttp://ateam.lbl.gov/mv/docs/DO-MV-Part1.ppthttp://ateam.lbl.gov/mv/docs/DO-MV-Part2.ppthttp://ateam.lbl.gov/mv/docs/DO-MV-Part3.ppthttp://ateam.lbl.gov/mv/docs/DO-MV-Part4.ppt


Responsibility Matrix Version included in IDIQ (.doc)

Responsibility Matrix Version included in IDIQ (.pdf)

This two-page summary describes typical financial and operational responsibilities (e.g., energy costs, operating hours) and their impacts on ESPC contracts. There are two blank columns to be filled in by the user.

Same file as above in PDF format.

Annual Report OutlineMay 19,2003 (.doc)

This outline details a comprehensive reporting format for annual measurement & verification (M&V) reports for ESPC projects. In addition to providing place holdersfor M&V activities, this outline includes reporting on verification of performance, operations, and maintenance activities.

M&V Review Checklist January 2004

Use these checklists to help ensure adequate content of M&V plans, Post-Installation Reports, and Annual Reports.

M&V Planning ToolJune 17, 2003

The goal of the M&V Planning Tool is to provide a framework that will help in the development of a technically rigorous M&V plan. The Tool helps by identifying M&V specific issues at an early stage of project development and by assessing risks and the cost implications of different approaches. M&V Planning Tool is provided as one zipped file which contains one Word file (to be read first) and two Powerpoint files.

Introduction to M&V for Super ESPC Projects

This document provides an overview of why and how M&V is conducted in Super ESPC projects. Topics include allocating project risk using M&V, overview of steps to verify savings, and key M&V submittals encountered in Super ESPC projects.

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Draft M & V Documents

Draft Renewable Energy Guide October 2000

Proposed revision to Chapter 35 Renewable Energy Technologies, of the FEMP Measurement and Verification Guidelines for Federal Energy Projects. Alternatively, this may be published as a separate guide.

Draft M&V Plan Outline Under development by a working group of the Federal M&V Team, this draft template for an M&V plan is being developed for use on all Federal ESPC projects.

Draft Post-Installation M&V Report Outline

This template covers installation verification and has been developed by the Federal M&V Team for use on Federal ESPC projects.

Including Retro-Commissioning in Federal Energy Saving Performance Contracts

Example Retro-Commissioning Scope of Work

Prepared by the FEMP M&V Team, the first document provides an overview of including retro-commissioning with a performance contract.

This document is a step-by-step scope of work which can be used to incorporate retro-commissioning services into a Super ESPC project.

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Background Documents


http://ateam.lbl.gov/mv/docs/R&Rmatrix(IDIQ).dochttp://ateam.lbl.gov/mv/docs/R&Rmatrix(IDIQ).pdfhttp://ateam.lbl.gov/mv/docs/Annual_Reporting_Template_05-19-03.dochttp://ateam.lbl.gov/mv/docs/FEMP%20MV%20Review%20Checkli-1.dochttp://ateam.lbl.gov/mv/docs/M&V%20Planning.ziphttp://ateam.lbl.gov/mv/docs/Introduction%20to%20M&V%20for%20FEMP%20Super%20ESPC.pdfhttp://ateam.lbl.gov/mv/docs/Introduction%20to%20M&V%20for%20FEMP%20Super%20ESPC.pdfhttp://ateam.lbl.gov/mv/docs/Introduction%20to%20M&V%20for%20FEMP%20Super%20ESPC.pdfhttp://ateam.lbl.gov/mv/index.htmhttp://ateam.lbl.gov/mv/docs/FEMP_Renewables.pdfhttp://ateam.lbl.gov/mv/docs/FEMP_Renewables.pdfhttp://ateam.lbl.gov/mv/docs/MV%20Plan%20Outline%2011%2012%2003.dochttp://ateam.lbl.gov/mv/docs/Post-Install%20Report%20Outline%2011%2012%2003.dochttp://ateam.lbl.gov/mv/docs/Post-Install%20Report%20Outline%2011%2012%2003.dochttp://ateam.lbl.gov/mv/docs/RetroCX%20Outline%2011%2012%2003.dochttp://ateam.lbl.gov/mv/docs/RetroCX%20Outline%2011%2012%2003.dochttp://ateam.lbl.gov/mv/docs/RetroCX%20Outline%2011%2012%2003.dochttp://ateam.lbl.gov/mv/docs/RetroCX%20Outline%2011%2012%2003.dochttp://ateam.lbl.gov/mv/docs/Example%20Scope%20of%20Work%20-1.dochttp://ateam.lbl.gov/mv/docs/Example%20Scope%20of%20Work%20-1.dochttp://ateam.lbl.gov/mv/docs/Example%20Scope%20of%20Work%20-1.dochttp://ateam.lbl.gov/mv/index.htm


Continuous Commissioning Guidebook

Continuous Commissioning Guidebook for Federal Energy Managers provides specific details on optimizing commercial building systems through metering various types of systems, setting performance benchmarks, and calculating energy savings. This guide was developed for FEMP by Texas A&M and is dated October 2002.

M & V for Operations and Maintenance Technical Note April 27, 1998

This four-page technical note summarizes issues associated with implementing M&V protocols on operations and maintenance improvements.

Background Paper on M&V for O&M

This document identifies issues and approaches for measuring and verifying (M&V) savings associated with improvements in operations and maintenance (O&M) of commercial and institutional buildings.

Application of FEMP M&V Guidelines on Super ESPC Projects: Observations and RecommendationsMay 2000

Technical Appendix

This report describes 7 Super ESPC projects in the Western Region, noting common practices and including 11 recommendations for improving M & V planning and implementation.

DOE ESPC Procedures and Methods

Excerpts from the Energy Policy Act of 1992 related to ESPC and M&V, 10 CFR Part 436.

Advanced Utility Metering

Overview of options in metering technology, system architecture, implementation & relative costs. (published by NREL in 2002)

Baseline Adjustments Issue paper on Baseline Adjustments (1993)

M & V Team Charge January 2004

Describes the FEMP National M&V Team, its members, goals and expectations

M&V Value Tool SpecificationsMay 19, 2001

Spreadsheet of Example Projects

This file contains functional specifications for an alpha version of a tool that helps users calculate energy savings, savings uncertainty, and M&V costs for energy end-use equipment projects. It is a planning tool to develop and compare different M&V activities based on uncertainty and cost, and help the user either select the most cost-effective M&V plan for their project, or apply limited resources where they will be most effective.

The spreadsheet contains two example projects that use the methodology contained in the specifications, and are provided for developers to check the Tool's output.

M&V Case StudyNovember 2001

M&V Case Study Power Point Presentation


http://ateam.lbl.gov/mv/docs/ccg/index.htmlhttp://ateam.lbl.gov/mv/docs/ccg/index.htmlhttp://ateam.lbl.gov/mv/docs/ccg/index.htmlhttp://ateam.lbl.gov/mv/docs/tech_note_2.pdfhttp://ateam.lbl.gov/mv/docs/tech_note_2.pdfhttp://ateam.lbl.gov/mv/docs/tech_note_2.pdfhttp://ateam.lbl.gov/mv/docs/OMpaper.pdfhttp://ateam.lbl.gov/mv/docs/OMpaper.pdfhttp://ateam.lbl.gov/mv/docs/MV_Assess_FINAL-f1.pdfhttp://ateam.lbl.gov/mv/docs/MV_Assess_FINAL-f1.pdfhttp://ateam.lbl.gov/mv/docs/MV_Assess_FINAL-f1.pdfhttp://ateam.lbl.gov/mv/docs/MV_Assess_FINAL-f1.pdfhttp://ateam.lbl.gov/mv/docs/MV_Assess_FINAL-f1.pdfhttp://ateam.lbl.gov/mv/docs/App%20B%20-%20FINAL%20Site%20reports-f1.pdfhttp://ateam.lbl.gov/mv/shortrule.htmlhttp://ateam.lbl.gov/mv/shortrule.htmlhttp://ateam.lbl.gov/mv/docs/Advanced%20Metering%20Aug%202002.pdfhttp://ateam.lbl.gov/mv/docs/Advanced%20Metering%20Aug%202002.pdfhttp://ateam.lbl.gov/mv/docs/Baseline_Adjustments.pdfhttp://ateam.lbl.gov/mv/docs/MV%20Advisory%20Subcommittee%20Charter%20rev%20110502.dochttp://ateam.lbl.gov/mv/docs/valueToolSpecs.PDFhttp://ateam.lbl.gov/mv/docs/valueToolSpecs.PDFhttp://ateam.lbl.gov/mv/docs/valueToolExample.xlshttp://ateam.lbl.gov/mv/docs/valueToolExample.xlshttp://ateam.lbl.gov/mv/docs/FEMP_MV_Case%20Study.ppt


Practical Guide for Commissioning Existing Buildings

Practical Guide for Commissioning Existing Buildings

A guide of almost 150 pages prepared by the staff of Portland Energy Conservation, Inc. and Oak Ridge National Laboratory that covers the benefits and how-to's of retro-commissioning projects. Individual guide sections are available in WordPerfect 6/7/8/9 file format (use the link, left).

This link downloads the entire retro-commissioning guide in PDF format, 380 KB.

Commissioning In Energy Performance ContractsApril 2000

This paper investigates issues related to Energy Savings Performance Contracts (PCs). It provides specific guidance on how to incorporate and integrate commissioning into various types of PC contracts and for various types of buildings and equipment. The information in this paper can assist both owners and contractors in planning and conducting appropriate and efficient commissioning in their PC projects.

Proper Use of Stipulations in M&V

This FEMP Focus article provides an overview of the proper use of Option A M&V methods, as detailed in Detailed Guidelines for FEMP M&V Option A.

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Links

Air Force ESPC Air Force Civil Engineering Support Agency - Energy Savings Performance Contracts - Details contract vehicles, training and publications available.

Army ESPC

Guidance and tools on Energy Savings Performance Contracting from Facilities and Housing Directorate - Utilities and US Army Engineering and Support Center, Huntsville.

Defense Energy Support General Information on ESPC and support services through Defense Energy Support - Energy Conservation Branch.

International Performance Measurement and Verification Protocol (IPMVP)

An informational site providing an overview of current M&V best practices available for verifying results of energy efficiency, water efficiency, and renewable energy projects in commercial and industrial facilities. The web site contains information about MVP, why is M&V important, who develops and sponsors it, and provides links for downloading electronic copies of the protocol or requesting hard copies of the MVP.

Commissioning and O&M Resources

Portland Energy Conservation Inc.'s page for Commissioning and O&M Resources. The page contains links to documents and organizations related to building commissioning and operation and maintenance.

FEMP Super ESPC homepage

FEMP's home page for ESPCs. Includes links to tools, guides, and contracts.

Navy/Marines ESPC Dept. of the Navy - Navy energy saving performance contracting site provides details on available contract vehicles, training, and publications.

M&V Instructional Tool The Monitoring and Verification (M&V) Instructional Tool was developed by Pacific Northwest National Lab (PNNL) to provide basic information on M&V with the ability to drill down to get more detail. The tool is presented in a Windows Help format as a compiled help file (CHM), like help files in Microsoft Windows.

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http://eber.ed.ornl.gov/commercialproducts/retrocx.htmhttp://eber.ed.ornl.gov/commercialproducts/retrocx.htmhttp://eber.ed.ornl.gov/commercialproducts/retrocx.htmhttp://ateam.lbl.gov/mv/docs/RetroCommissioningGuide.pdfhttp://ateam.lbl.gov/mv/docs/RetroCommissioningGuide.pdfhttp://ateam.lbl.gov/mv/docs/RetroCommissioningGuide.pdfhttp://ateam.lbl.gov/mv/docs/Espc_and_Cx_OrigLongVer.pdfhttp://ateam.lbl.gov/mv/docs/Espc_and_Cx_OrigLongVer.pdfhttp://ateam.lbl.gov/mv/docs/Espc_and_Cx_OrigLongVer.pdfhttp://www.eere.energy.gov/femp/newsevents/femp_focus/nov01_sespc_practices.htmlhttp://www.eere.energy.gov/femp/newsevents/femp_focus/nov01_sespc_practices.htmlhttp://ateam.lbl.gov/mv/index.htmhttp://www.afcesa.af.mil/Directorate/CES/Mechanical/Energy/ESPC/espc.htmhttp://www.hqda.army.mil/acsimweb/fd/policy/energycur.htmhttp://www.desc.dla.mil/DCM/DCMPage.asp?LinkID=pgeEnergyhttp://www.ipmvp.org/http://www.ipmvp.org/http://www.ipmvp.org/http://www.ipmvp.org/http://www.ipmvp.org/http://www.peci.org/cx/index.htmlhttp://www.peci.org/cx/index.htmlhttp://www.eere.energy.gov/femp/financing/superespcs.cfmhttp://www.eere.energy.gov/femp/financing/superespcs.cfmhttp://energy.navy.mil/acquisition/espc/espcframe.htmlhttp://metering.pnl.gov/MandV/FEMPMVtool.htmhttp://ateam.lbl.gov/mv/index.htm

4/28/2004

NAVY ESPC TEAM M&V UPDATE

Darryl MatsuiNavy ESPC Team Lead

Naval Facilities Engineering Service CenterPort Hueneme, CA

4/28/20042

Presentation Topics

Navy Program Update Adopted M&V Guidance/Templates Navy Project Documentation Matrix Program/Project Integrity Issues

4/28/20043

Navy Program Update

Continue to wait for new ESPC Legislation Navy ESPC Program remains on hold

17 potential ESPC projects awaiting new legislation

Currently only considering in scope modifications where additional work improves existing ECMs

Navy ESPC Team Improvements Improving documentation collection and storage process Updating and developing new SOPs for PF and CO use Improving M&V review process Adopting completed M&V guidance/templates

4/28/20044

Adopted M&V Guidance/Templates

Navy DORFP modification Section C.4.2, has been modified to include:Specify that contractor shall provide an M&V Plan, Post-Installation M&V Report and Annual Report in adherence with the format of the DOE outline documents specified in Section J, List of Attachments.

Also, included in Section C.4.2:Specify that annual report shall be provided in electronic PDF format on CD.

Navy Project Documentation Matrix Adopted customized Project Documentation Structure

4/28/20045

Navy Project Documentation Matrix

Based on the Project Documentation Structure developed by the Project Documentation Working Group

Modified for Navy ESPC Team useNavy Project Documentation Matrix will be used by PFs to:

Track key project documentation Track who holds, when received, and in what format project documentation are in

* Intent is to ensure that all key project documentation can be accounted for and that the Matrix can be shared between PFs, COs, the activity, future PFs, etc.

4/28/20046

Navy Project Documentation Matrix

4/28/20047

Program/Project Integrity Issues

M&V AVRs - Estimated savings versus Actual savings. Believe AVRs should focus on Guaranteed savings versus Actual savings

The comparison of estimated versus actual raised flag with GAO auditors Viewed difference of estimated and guaranteed savings as amount that should be returned to the US Treasury

Transition to standard format M&V documents Transition will help Navy ESPC Team develop an efficient M&V review process, reduce review time and ultimately free up time to continue to develop new DOs.

Hope ESCOs will work with Navy ESPC Team to transition Post Installation Reports and AVRs for awarded projects.

4/28/20048

Navy ESPC Team Points of Contact

Project Facilitators Contracting Officers Financial Analyst

Darryl Matsui (Team Lead) Donna Munyon Debbie Kephart619-532-3985 805-982- 5079 [email protected] [email protected] [email protected]

Max Hogan Raymond Brothers805-982-1557 [email protected] [email protected]

Randy Duncan John Scott805-982-6009 [email protected] [email protected]

Beverly Thompson Soledad Credo757-445-4885 X-414 [email protected] [email protected]

I n t e g r i t y - S e r v i c e - E x c e l l e n c e

Headquarters U.S. Air Force

1

AF ESPC UPDATE

J. Michael Cross, PE, CEMAFCESA Energy Support Team

Northrop Grumman Mission Systems



2

AF Situation for Energy Goals

3I n t e g r i t y - S e r v i c e - E x c e l l e n c e

FY 03 PROGRESS = 23.6%

DESIREDTREND

0

5

10

15

20

25

30

35

85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10

P R O G R E S S

G O AL (E O 13123) JU N 1999

G O AL (E P AC T ) 1992

G O AL (N E P C A) 1988


35%30%25%20%15%10%

5%0%

90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06

Desired Trend

FY03 PROGRESS = 23.6%

ProgressGoal (EO13123) Jun 1999

Energy Savings Goals(Annual Targets)

___________________________


FY 03 USAF Facility Energy Consumption___________________________

78.7 trillion BTU78.7 trillion BTUs s

$793.3 million $793.3 million


AWARDED ESPC PROJECTSFY 03

BASE MAJCOM ESCOAward Date

Awarded TO Total Contractor Investment

Awarded TO Total AF

Payments to Contractor Over

Life of TO

Dyess ACC Siemens 24 Sep 03 $3,602,557 $6,137,680

Dyess(Mod) ACC Siemens 06 Jan 04 $7,094,449 $11,547,571

NAS JRB Navy Siemens 20 Jun 03 $3,736,350 $6,171,959

Travis (Mod) AMC Honeywell 11July 03 $3,209,966 $7,043,651


AWARDED ESPC PROJECTSFY 03

BASE MAJCOM ESCOAward Date

Awarded TO Total Contractor Investment

Awarded TO Total AF

Payments to Contractor Over

Life of TO

Hill AFMC Sempra 30 Sep 03 $2,769,750 $5,665,597

Hill AFMC Exelon 30 Sep 03 $4,610,585 $16,562,688

Kirtland AFMC Honeywell 26 Mar 03 $2,195,000 $7,980,339

Nellis ACC JCI 26 Sep 03 $4,201,696 $9,943,491

Beale ACC Chevron Tex 30 Sep 03 $3,659,095 $6,539,665

Elmendorf PACAF AMERESCO 29 Sep 03 $48,841,031 $123,605,931

Ramstein USAFE Siemens 31 Jul 03 $1,623,074 $3,648,475



8

AF Position on Impact of Sunset

Provision


Sunset Language

42 USC 8287 (c), Sunset Provision

"The authority to enter into NEW contracts under this section shall cease to be effective on October 1, 2003."


AFCESA DETERMINATION

FAR Part 2, Definition for a delivery order is: An order for supplies placed against an ESTABLISHED contract or with Government sources."

FAR Part 2 makes clear that task/delivery orders are not contracts themselves, but orders placed "against an established contract."

Task/delivery orders are not considered by the AF to be "new contracts under the Sunset Provision at 42 USC 8287(c) and, therefore, does not limit task order issuance after 30 Sept 03


AFCESA DETERMINATION

Plain reading of 42 USC 8287 shows that entering into a contract" is contemplated to mean implementing the full blown procedures to "select and monitor" energy service contractors

The AF does not engage in this process each time a task/delivery order is issued. The legislative intent of Congress on this particular issue is silent so the plain reading and FAR references should be followed

The AF will continue to issue task orders against existing AF Regional ESPC contracts


Status of FY 04 Awards

AWARDEDKunsan AFB value $1.5 MILLIONOsan AFB value $3.5 MILLION

PENDINGMountain Home AFB value $2 MILLION

IN PROCESS Mid CY AWARD AnticipatedAltus AFB value $2.5 MILLIONLackland AFB value $0.9 MILLIONLaughlin AFB value $2.2 MILLION



13

AF ESPC M&V PROTOTYPE

UPDATE


Development of M&V Prototypes

GOALS OF DEVELOPMENT PROCESS

Holistic Approach

Cost Effective M&V

Designed to Acquire and Maintain Savings for Installations

Designed to Accelerate Implementation

AFCESA introducing standard M&V Plans to address 80% of the needs


AF M&V, PROTOTYPE DEVELOPMENT CONSIDERATIONS

Measurements Start to FinishStep-by-Step Development of the ProcessRealistic ExpectationsRealistic MeasurementsAffordable CostWriter FriendlyReader FriendlyAlternate Methods of ProofFuture GenerationsLiving DocumentRequirements of 42 USC 8287



AFCESA / TAMU DEVELOPED MASTER M&V FORMATReceived USAF ESCO input

STATUSSix M&V prototypes posted to the HW AFCESA public website since 8 April 04

Two M&V prototypes reviewed but not finalized or posted to website

Three M&V prototypes received but not reviewed

Remaining M&V prototypes in progress

AFCESA WEBSITE ACCESShttp://www.afcesa.af.mil/ces/cesm/energy/cesm_prototypes.asp



ECP M&V PROTOTYPES Posted to Websitehttp://www.afcesa.af.mil/ces/cesm/energy/cesm_prototypes.asp

EMCSBoilersChillersLightingVariable Speed DrivesConstant Speed High Efficiency Motors



ECP PROTOTYPES WAITING FINALIZATION

Decentralization of Heating Plant

Central Chiller Plant



ECP PROTOTYPES IN REVIEW

Propane Air

Cooling Tower Replacement

Direct Expansion/Heat Pump Replacement



FUTURE ECP PROTOTYPES

Thermal Storage systems

Building Envelope

Infrared Heating

Steam Traps

Plate Heat Exchangers

FM Control Systems

HVAC Controls/Retrofit



TARGET DATE FOR COMPLETION30 SEPT 04

WEBSITE (again)http://www.afcesa.af.mil/ces/cesm/energy/cesm_prototypes.asp



22

M&V PROTOTYPE EXAMPLE


AF M&V, LIGHTING

1. Measurement and Verification Summary

2. Pre ECP Baseline Development

2.1. Pre ECP Energy Baseline

2.2. This Paragraph not used

2.3. Documentation of Baseline Utility Rates

2.4. Pre ECP O&M Cost Estimates (when applicable)


AF M&V, LIGHTING

3. ECP Requirements / Proposal3.1. ECP Description3.2. Predicted Post ECP Yearly Costs Utility Usage3.3. Predicted Post ECP O&M Costs

4. Yearly Savings Utility and O&M4.1. Annual Utility Savings4.2. Predicted Utility Cost Savings4.3. Predicted Yearly O&M Cost Savings4.4. Predicted Total ECP Cost Savings (Utility and O&M)4.5. Guaranteed Savings


AF M&V, LIGHTING

5. Acceptance5.1. Acceptance Criteria System Performance

Requirements5.2. Performance Criteria Detailed Descriptions5.3. Performance Acceptance Tests - Detailed

Descriptions5.3.1. Efficiency Tests5.3.2. Capacity Tests

5.4. Measurement Equipment Used5.5. Acceptance Checklist

5.5.1. Acceptance Documents


AF M&V, LIGHTING

6. Periodic / Interval Verification Activities6.1. ECP Executive Overview6.2. Contact Information6.3 Year 1 Requirements

6.3.1. System Performance Criteria6.3.2. System Performance Tests6.3.3. Energy Performance Criteria6.3.4. Energy Performance Tests6.3.5. O&M Validation


AF M&V, LIGHTING

6.4 Year 1+N Requirements6.4.1. System Performance Criteria6.4.2. System Performance Tests6.4.3. Energy Performance Criteria6.4.4. Energy Performance Tests6.4.5. O&M Validation


AF M&V, LIGHTING

Appendix A: Post-ECP Year 1 Detailed Savings Calculations and Reconciliation

Appendix B: Post-ECP Year 1+N Detailed Savings Calculations and Reconciliation


AF M&V, LIGHTING

Appendix C: FormsC.1. Sampling PlanC.2. Data WorksheetC.3. Operating Schedule Worksheet C.4. Measurement Specifications and Costs Worksheet C.5. Acceptance Checklist Worksheet C.6. Acceptance Checklist Worksheet C.7. Year 1 Detailed Savings Worksheet C.8. Year 1+N Detailed Savings Worksheet


AF M&V, LIGHTING

Sampling Plan (C.1.) Excerpt

Percent (%) sampled determined by USAF with consideration to the confidence of the measurement . This sample should provide a confidence of 80% with a precision of +/- 20% or better. Figure C.1. Provides the required sample size with respect to population.

If the first sample fails then another sample should be taken with a sample sized to provide a confidence of 90% and a precision of 20%.

If the second sample fails 100% of the items will be tested.


AF M&V, LIGHTING

Sampling Plan (C.1.) Table C.1. Precision 20% 20% 10%

Confidence 80% 90% 90%

Population Size, N4 3 4 412 6 8 1120 8 10 1630 9 11 2140 9 12 2650 10 13 2960 10 14 3270 10 15 3580 10 15 3790 10 15 39100 10 15 41200 11 16 51300 11 17 56400 11 17 59500 11 17 60

Infinite 11 17 68

Sample Size, n



32

Thats all Folks

Questions??????

USAF M&V TEMPLATE

Lighting

Energy Conservation Method

Guidance for Phase II Report

M&V Exhibit

Measurement and Verification Plan

Lighting

HQ Air Force Civil Engineering Support Agency

Prepared by

Charles H. Culp, P.E., Ph.D. Michael A. Davis

Christopher E. McDonald Energy Systems Laboratory

Texas Engineering Experiment Station Texas A&M University System

J. Michael Cross, PE, CEM

Northrop Grumman Mission Systems

March 11, 2004

Acknowledgements: Headquarters, Air Force Civil Engineering Service Agency would like to gratefully

acknowledge the contributions to this document made by the following Energy Savings Contractors (ESCOs):

Honeywell Home and Building Controls NORESCO

Siemens Building Technologies TRIGEN

031104 WEB Rev.00 Lighting 2

Introduction This Guidance document describes the minimum requirements for Measurement and Verification (M&V) for use in USAF projects. This is one of a set of Guidance documents to assist contractors in performing M&V on specific Energy Conservation Project (ECPs). In the Air Force ESPC program ECPs are the individual building or technology specific projects encased inside the overall Energy Conservation Measure (ECM) for an entire base or installation. An individual Installation ECM will most likely be composed of many ECPs. ECMs are assigned as task orders to a regional contract. M&V is the mechanism used by the ESCO and the Air Force to assure the Air Force actually receives the savings proposed in the contact documents. Cost effective M&V reduces risk to the contractor on savings disagreements and interrupted payments and will assure that the USAF realizes the guaranteed savings. The intent of this guidance is to help simplify the M&V approval process, achieve a commonality between all submittals and thus reduce overall M&V costs. The overall approach is to identify the short and long term risks to maintaining the proper function and the savings of the retrofits and then to determine a cost effective approach to minimizing these risks. The goal is to keep the total M&V cost below 5% of the total savings, which is about midrange of that stated in the International Performance Measurement and Verification Protocol (IPMVP). M&V requirements cannot be based upon percentage of savings as the only guideline for acceptability. One must also consider the potential for loss of savings, loss of energy, maintenance costs and equipment life when developing M&V plans. A total M&V Plan needs to include a separate M&V Plan for each ECP. Each ECPs M&V Plan must include provisions to validate performance of all major system components at acceptance, and then validate performance, savings, and O&M for all components for the plan to contribute to the validation of savings for the whole ECP over the life of the Task Order. Note: The AF Designator ECP XX is an internal tracking number and should be dropped when this document is used as the basis for M&V.


Table of Contents

INTRODUCTION................................................................................................................... 2 1. MEASUREMENT AND VERIFICATION (M&V) PLAN SUMMARY.................................... 5 2. PRE-ECP BASELINE DEVELOPMENT............................................................................. 6

2.1. Pre-ECP Energy Baseline ....................................................................................... 6

2.2. This Paragraph Not Used. ....................................................................................... 7

2.3. Documentation of Baseline Utility Rates................................................................ 7

2.4. Pre-ECP O&M Cost Estimates (When Applicable)................................................ 8

3. ECP REQUIREMENTS / PROPOSAL ................................................................................ 8 3.1. ECP Description...................................................................................................... 8

3.2. Predicted Post ECP Yearly Costs Utility Usage .................................................. 8

3.3. Predicted Post ECP O&M Costs ............................................................................. 9

4. YEARLY SAVINGS - UTILITY AND O&M ....................................................................... 9 4.1 Annual Utility Savings............................................................................................. 9

4.2 Predicted Utility Cost Savings ................................................................................. 9

4.3 Predicted Yearly O&M Cost Saving........................................................................ 9

4.4 Predicted Total ECP Cost Savings (Utility and O&M) ........................................... 9

4.5. Guaranteed Savings............................................................................................... 10

5. ACCEPTANCE................................................................................................................ 10 5.1. Acceptance Criteria System Performance Requirements .................................. 10

5.2. Performance Criteria Detailed Descriptions ...................................................... 10

5.3. Performance Acceptance Tests Detailed Descriptions ...................................... 11 5.3.1. Efficiency Tests .............................................................................................. 11 5.3.2. Capacity Tests ................................................................................................. 11

5.4. Measurement Equipment Used ............................................................................. 11

5.5. Acceptance Checklist ............................................................................................ 12 5.5.1. Acceptance Documents................................................................................... 12

6. PERIODIC / INTERVAL VERIFICATION ACTIVITIES ..................................................... 13 6.1. ECP Executive Overview...................................................................................... 13

6.2. Contact Information .............................................................................................. 13

6.3. Year 1 Requirements............................................................................................. 13 6.3.1. System Performance Criteria .......................................................................... 13 6.3.2. System Performance Tests .............................................................................. 14 6.3.3. Energy Performance Criteria .......................................................................... 14 6.3.4. Energy Performance Tests .............................................................................. 14


6.3.5. O&M Validation ............................................................................................. 15 6.4. Year 1+N Requirements .................................................................................... 15

6.4.1. System Performance Criteria .......................................................................... 15 6.4.2. System Performance Tests .............................................................................. 15 6.4.3. Energy Performance Criteria .......................................................................... 15 6.4.4. Energy Performance Tests .............................................................................. 16 6.4.5. O&M Validation ............................................................................................. 16

6.5. Savings Calculations / Reconciliation................................................................... 16 6.5.1. Year 1 Savings Calculations / Reconciliation................................................. 16 6.5.2. Year 1+N Savings Calculations / Reconciliation ........................................ 16

APPENDIX A. POST-ECP YEAR 1 DETAILED SAVINGS CALCULATIONS AND RECONCILIATION ........................................................................................................ 17

APPENDIX B. POST-ECP YEAR 1+N DETAILED SAVINGS CALCULATIONS AND RECONCILIATION ........................................................................................................ 18

APPENDIX C. FORMS........................................................................................................ 19 C.1. Sampling Plan....................................................................................................... 19

C.2. Data Worksheet .................................................................................................... 19

C.3. Operating Schedule Worksheet ............................................................................ 20

C.4. Measurement Specifications and Costs Worksheet.............................................. 20

C.5. Acceptance Checklist Worksheet ......................................................................... 20

C.6. Acceptance Report Worksheet ............................................................................. 20

C.7. Year 1 Detailed Savings Worksheet..................................................................... 20

C.8. Year 1+N Detailed Savings Worksheet ............................................................ 20


Guidance For

M&V Plan Lighting ECP

1. Measurement and Verification (M&V) Plan Summary

Executive overview with Lighting ECP description. o Include all planned Lighting retrofits and a brief description of how savings are

achieved. Executive overview of the savings and the intent of the M&V. o Summary including the Lighting ECP cost, guaranteed savings, post ECP yearly

cost of utility, O&M costs and simple payback. o Overall expectation for the M&V in relation to the risks / benefits / cost. o Identification of key risks by short and long term impact and risk mitigation for

situations that could affect performance and savings. Accuracy of assumed post-retrofit operating schedule. Proper installation of the Ballast and Lamps. Ensuring light levels are to code. Proper Maintenance. (Including cleaning of lighting systems) Change in operating schedules. Correct replacement of Ballast and Lamps. Other long-term system or energy performance risks. Identification of Risk Reduction/Mitigation Actions (describe how M&V will

mitigate or reduce risk). o Baseline development. Briefly describe measurements completed during the Phase II effort.

o Post-ECP requirements. Briefly describe measurements planned.

o Briefly describe savings verification and reconciliation requirements. Brief description of the acceptance and functional testing which will be required. o Briefly describe how the acceptance and functional testing will assure the ECP

meets the requirements. The target cost of all M&V is 5% of the total ECM savings per year. o Costs of the Lighting M&V can rise or fall if justified by risk of savings loss. o T-12 to T-8 measures will normally be less than the 5% target o The post ECP utility costs and the cost of loss of performance must be a

consideration in this decision. Brief discussion of operations and maintenance performance.


2. Pre-ECP Baseline Development Provide an overall description of the existing lighting system. Introduce as an overview how the Lighting Energy Consumption and Demand

Baseline will be developed. Reference and complete the worksheet Operating Schedules (tab is named

OperatingScheds) in Attachment 1, filename ECP02_LGT.xls, which is used to specify separate schedules and operating load profiles.

2.1. Pre-ECP Energy Baseline

Write up the description of the Pre-ECP energy baseline and provide an overview of how the baseline will be acquired and quantified.

Reference the spreadsheet detailing the list of the existing lighting systems (baseline), which will be retrofitted and include key parameters of lighting operations. o A template of this table is included in this report in paper and in Microsoft Excel

(an electronic workbook) format as Attachment 1, filename ECP02_LGT.xls, in the data section(s) of the worksheets Lighting Measurement Criteria, Data Measurements, and Cost Results (tab name LGT Data) worksheet(s).

o Include other relevant information as appropriate, which could cover using or upgrading the existing EMCS for Lighting data collection

Use measurements to quantify existing lighting. o Complete the Pre-ECP Measured / Database columns of the Lighting

Measurement Criteria, Data Measurements, and Cost Results worksheet, which is included in Attachment 1. Directly measure power if fixture type is not previously measured for this base

and added in database. Use the lighting database if fixture type has previously been measured for this

base or installation. Sample lighting if sufficient quantity of similar lighting and applications

dictates. Operating schedules determined by measurements or by interviews and

observations. Validate schedules with sampling. Run-time monitors, EMCS, EMCS trends, logged measurements, and

existing control capabilities shall be used to verify schedules. Use sampled op-hours if sufficient quantity of similar lighting and

applications dictates. Specify sampling method and procedures used to verify schedules.

o Specify sampling method and procedures used to verify lighting application operation or utility power consumption.

o Minimum requirements determined by USAF. Additional measurements approved by USAF with consideration to the confidence of the measurement. The USAF is looking for a confidence of 80% with a precision of 20% or better. Refer to Appendix C.1 for further details.

Include a brief description of how baseline data was collected.


o Under what conditions was the data taken. o Describe how any adjustment to the data was done (if done). o Describe how missing data was handled if data was missing. o Specify what metering equipment was used in the worksheet Measurement

Specifications and Costs (tab is named MeasSpecs) in Attachment 1. o Identify when meters were calibrated and to what standard.

Describe any unusual conditions or energy usage in the baseline period. Describe any adjustments / changes to the energy use baseline. Specify any

baseline adjustments for any other factors. Use measured data to determine operation and load profiles. Use operation and load profiles to quantify energy and demand operating profile.

If demand savings are included, the lighting demand must be verified to be coincidence at specified levels when peak demand was historically set.

A more conservative approach to would be to not include weather interactions in either baseline or guaranteed savings values. The ESCO will either measure the impact of the lighting on the HVAC or use the provided USAF HVAC/Lighting Impact Table, which estimates the impact based on Heating Degree Days (HDDs) and Cooling Degree Days (CDDs). See Figure 2.1-1.

Complete the column label Cooling Savings/Heating Penalty in the Lighting Measurement Criteria, Data Measurements, and Cost Results (tab is named LGT Data) worksheet using the information found in the Data Column Definitions (tab is named DataColumnDef) worksheet of Attachment 1.

Figure 2.1-1. Approved Estimating Table for HVAC Impact from Lighting ECPs

Baseline adjustment for other factors.

2.2. This Paragraph Not Used. 2.3. Documentation of Baseline Utility Rates

Attach copies and reference the location in this Report of all utility rate structures used. These must be fully documented

Description of all rates and how obtained, with copies of the utility bills when available. These can be obtained from the USAF or the utility. If not available, reasons must be listed.

Escalation is not normally used. If approved by USAF Major Command, consult AFCESA ULT for utility rate escalation. Utility rate escalation cannot exceed the

Heating Degree DaysHDD's

Heating Penalty

Cooling Degree DaysCDD's

Cooling Savings


rates in the Annual supplement to the most current NIST Handbook 135, Energy Price Indices and Discount Factors for Life-Cycle Cost Analysis.

Any escalation or variation from current utility rates must be clearly documented.

2.4. Pre-ECP O&M Cost Estimates (When Applicable) The yearly average costs derived from the O&M cost data shall be clearly

documented. Describe all costs and how obtained. O&M costs must be obtained from the base

CE. Complete the Pre-ECP Financial columns of the Lighting Measurement Criteria,

Data Measurements, and Cost Results (tab name is LGT Data) worksheet(s) in Attachment 1.

3. ECP Requirements / Proposal

May have a paragraph to introduce Section 3 or can leave blank. 3.1. ECP Description

Overall description of the new system. Discussion of how the savings are generated. Description of energy and O&M savings. Describe the major risks on achieving the savings. o Describe the operational and performance requirements that the system must

achieve. o Lighting key risks to achieving savings are usually establishing the lighting

fixture consumption (lamps plus ballast) and the occupancy schedule. o Describe how the acceptance tests will validate these requirements.

Describe the risk / responsibility matrix and risk reduction / mitigation measures. o Government risks include: Operations schedules. Changing rate schedules. Other.

o ESCO risks include: Lighting sizing to achieve performance. Lighting selection to achieve savings. Operations and maintenance to maintain savings and preserve lighting life and

light levels. Early lighting failure. Other.

o Describe in detail how the ESCO will reduce / mitigate risk. Describe general measures to reduce / mitigate risk. Describe how M&V will reduce / mitigate risk.

3.2. Predicted Post ECP Yearly Costs Utility Usage

Include all calculations / worksheets with a detailed description of any ESCO developed calculations in the appendix. o All variables must be defined with equations described using the variables.


Complete the Predicted Performance columns provided in the Lighting Measurement Criteria, Data Measurements, and Cost Results (tab name is LGT Data) worksheet(s) in Attachment 1 with values for the annual demand and consumption predicted for each lighting system with comments as appropriate.

3.3. Predicted Post ECP O&M Costs

Brief discussion of which organization will perform O&M between the USAF and the ESCO.

Briefly, discuss maintenance needed in the new system. o For light bulbs and ballasts, maintenance responsibility and costs must be clearly

stated. Reference exhibit(s) showing O&M costs and cost predictions. Detailed discussion of how O&M costs were calculated, include all calculations in

the Appendix. Include a statement that the ESCO is responsible for O&M even if USAF performs

maintenance. If the USAF assumes original maintenance at the start, include a statement on the circumstances that the ESCO would take over O&M from the USAF.

4. Yearly Savings - Utility and O&M 4.1 Annual Utility Savings

Detailed discussion of demand and energy savings calculations, include detailed calculations in Appendix.

Supporting documentation must be submitted with any calculations or worksheets to describe the results provided.

4.2 Predicted Utility Cost Savings

Complete the Post-ECP Predicted Financial columns of the Lighting Measurement Criteria, Data Measurements, and Cost Results (tab name is LGT Data) worksheet(s) in Attachment 1.

Supporting documentation must be submitted with any calculations or worksheets to describe the results provided.

4.3 Predicted Yearly O&M Cost Saving Sum up of the Pre and Post O&M cost savings. Complete the appropriate columns

of the above worksheet. Supporting documentation must be submitted with any calculations or worksheet(s)

to describe the results provided. 4.4 Predicted Total ECP Cost Savings (Utility and O&M)

Total savings (sum up of the Annual Utility Cost Savings plus O&M Cost Savings).


4.5. Guaranteed Savings Detail the guaranteed savings as related to the calculated savings. Complete the

Guarantee column in the Post-ECP Predicted Financial columns of the Lighting Measurement Criteria, Data Measurements, and Cost Results (tab name is LGT Data) worksheet(s) in Attachment 1. State any discounting that is being done from the calculated savings to make the guarantee more conservative.

Escalation is not normal